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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $702,237 | $227,399+208.8% | $189,758+270.1% | $198,609+253.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 14.02% | 61.03%-47.0pp | 52.62%-38.6pp | 202.70%-188.7pp |
| Employer contribution / active EE | $0 | $5,526-100.0% | $4,767-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $70,000 | $6,837+923.9% | $5,856+1095.4% | $6,977+903.3% |
| Admin fee / account holder | $5,927 | $25,162-76.4% | $20,388-70.9% | $19,030-68.9% |